Upcoming Events

8:15 am, October 26, 2026Market Strategy Meeting – October 2026»

Speaker: Carl Kawaja, Chair of Capital Research and Management Company, parent company of American Funds Some clients may recall that we were fortunate enough to have Carl Kawaja speak in…

8:15 am, November 6, 2026Financial Planning Meeting – November 2026»

Educational seminar focusing on financial planning topics such as estate planning, tax information, charitable goals, risk management, etc.  We welcome interactive questions and discussion. Kristina Alley and Tricia Gunter will…

8:15 am, November 19, 2026Investment Strategy Meeting – November 2026»

Informative seminar where we discuss recent market activity, dive into particular investment themes, and offer a first-hand look into our portfolio management process. David Kantor and George Strickland will discuss…

Disclosure: All written content on this site is for information purposes only. The material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information should be discussed in detail with your individual relationship manager prior to implementation. Santa Fe Advisors, LLC may transact business only in states in which it is registered, or in which it is excluded from registration. Santa Fe Advisors, LLC is currently registered as an investment advisor with the Securities and Exchange Commission. A copy of our current written disclosure statement discussing business operations, services, and fees is available upon written request or at Investment Adviser Public Disclosure.

MENU